The Operating Reports tab, located in the Advancement layer lets you dissect your instituion's fundraising performance by your the various school/units and constituent groups. In this tab, you can set the context of all underlying Viewports based on specific school/unit giving designations and primary relationship types.
Only the Overall Performance Summary Viewport will be open when you first visit the Operating Reports Tab. However, if you open additional Viewports or change any of the drop downs within the Tab then the next time you visit this Tab it will automatically bring up open the tables with the settings you've selected on your most recent visit. This is done by using cookies that are stored on your browser, so if you use a different device or delete your cookies you will need to reestablish your preferences on this page.
Each Viewport contains two columns called Unit Change and % Unit Change. Unit Change calculates the numeric change of the measured values (e.g. donors, dollars, etc.) in the two most recent time periods displayed in the report. The % Unit Change column calculates the change between the two most recent time periods displayed in the report on a percentage basis. Positive numbers are highlighted in green and negative numbers are highlighted in red.
Throughout all the Viewports you will notice that the donor counts in the reports are links. You can click on any of the donor links to drill into the detail and view who the donor list.
School/Unit Giving Designation Filter
Located at the top page within the Tab you will find a drop down called School/Unity Giving Designation. This allows you to filter the results to include only the selected School/Unit Giving Designations. The "No School/Unit" option at the end of the list includes transactions where no school/unit giving designation was provided.
Primary Relationship Type Filter
Also located at the top of the Tab is a drop down called Primary Relationship Type. This allows you see results only from the entities associated with the Primary Relationship Types selected in the filter. Primary Relationship Type is provided by your institution in the nightly feed. Some entities may have multiple relationship types (e.g. "Parent" and "Alumna"), but your institution chooses one Primary Relationship Type for each entity. The "No Relationship Type" option at the end of the list includes donors where no Primary Relationship Type was provided.
Collapsible Viewports
Each Viewport in the Operating Reports tab is collapsible. You can expand or collapse individual Viewports by clicking on the Viewport bar. You can expand or collapse all Viewports by clicking the Expand All / Collapse All button at the upper right of the page.
Viewport Administration
To change which Viewports appear in the Operating Reports, click the icon on the right side of the Viewport bar to open the Viewport Administration menu. Use the check box on each Viewport in the menu to choose which are displayed and which are hidden. You can also use the menu to rearrange the Viewports to the desired order by dragging the boxes up or down.